About Bell Craven Financial Services

Bell Craven Financial Services is a professional Financial Planning company who strive to offer honest and trustworthy advice in our ultimate aim to form an ongoing relationship with you to help secure your financial future.
Our business is steadily growing and we have recently moved into a brand new office.

We invite you to make an appointment for a no obligation general discussion with one of our Financial Planners. We will listen and take the time to understand your lifestyle goals as it is our aim to take the stress out of planning your financial future.

  Shaun Craven
Financial Planner


Shaun Craven - FSG

Shaun has been in the financial services industry for over 13 years, serving his initial years with Suncorp before joining forces with Darren Bell to found Bell Craven Financial Services in 2005.

Throughout his career Shaun has prided himself on building strong relationships with his clients and delivering effective hands on service and advice. Shaun works closely with his clients to develop strategies that are specific to their financial goals and aspirations, ranging from wealth creation and risk management advice through to comprehensive retirement planning.

Diploma of International Business (Financial Accounting) – University of New England
Advanced Diploma of Financial Services (Financial Planning) – Deakin University

  Barbara Merritt
Senior Paraplanner


Barbara Merritt - FSG

With over 20 years in the banking and financial services industries, Barbara plays a very important role in the financial planning team.

Barbara joined Bell Craven in January 2012 after working as a Paraplanner with another Ipswich based Financial Planning practice since 2004. Prior to joining the financial planning industry, Barbara spent 20 years in branch roles with Commonwealth and Bendigo Banks.

Across her roles, Barbara has always been known for her excellent technical knowledge across all areas of financial planning, as well as her attention to detail in preparing advice for clients. Barbara’s experience in implementing financial strategies is invaluable in ensuring strategies are applied as effectively as possible.

Advanced Diploma of Financial Services (Financial Planning)

  Tegan Macdonald
Administration Manager


Tegan joined Bell Craven in 2012 as Administration Manager. Tegan is the first point of contact when you phone or visit our office. She works closely with Shaun and Barbara in implementing client strategies and ensuring client needs are met in a timely manner.